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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-05-03 |
Branch Locations
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Denver | CO | 07/2010 | 04/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2021 |
| Western Wealth Management | Golden | CO | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Rental Home/Sole Proprietor / Owner / Partner $1300.00 per month changes yearly 0 hours during business, 10 hours after business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-22 |
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